FAAR vs IG

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Quick Verdict

IG has a lower expense ratio. FAAR delivered stronger 1-year returns. IG offers more diversification with 231 holdings.

Side-by-Side Comparison

MetricFAARIG
Fund FamilyFirst Trust Portfolios (US)Principal Funds
Expense Ratio0.97%0.19%
AUM$165M$166M
Dividend Yield10.44%4.97%
Holdings Count30231
Inception Date2016-05-182018-04-18
Investment StyleCommoditiesLong Term Mid Quality
1-Month Return+3.07%+0.38%
YTD Return+11.28%+0.43%
1-Year Return+19.40%+7.39%
3-Year Return+6.43%+4.29%
5-Year Return+7.18%-0.34%
10-Year Return--
Buy Score6570
Momentum Score8635
Value Score5558

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
0
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, FAAR or IG?

FAAR has an expense ratio of 0.97% while IG charges 0.19%. IG is the cheaper option, saving you money on management fees over time.

Do FAAR and IG hold the same stocks?

FAAR and IG share 0 common holdings with a 0.0% weight overlap. They hold 0 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, FAAR or IG?

Over the past year, FAAR returned +19.40% while IG returned +7.39%. FAAR outperformed over this period. Past performance does not guarantee future results.